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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Sam Citron who wrote (7457)	12/10/2002 1:26:05 PM
From: Harold Engstrom	Read Replies (1) \| Respond to of 52153

Bexxar is an extreme case: I personally can name no other drug that seems so approvable that has been held back for so long to the detriment of so many for no clearly stated reason. Isn't the ODAC an open meeting? I think this is what is meant by "thoroughly aired." H

To: Sam Citron who wrote (7457)	12/10/2002 1:58:25 PM
From: Biomaven	Read Replies (1) \| Respond to of 52153

Sam, Shortly before the FDA meeting the FDA briefing materials will be made available on the FDA web site. Anyone can attend the meeting, but there is no webcast unless you pay some bucks. However, a full transcript of the meeting will eventually be posted on the FDA web site. Bottom line is that we will almost certainly find out just what the FDA has been most upset about. We will likely never get the complete story, which would include the correspondence between Coulter and the FDA the first time around for this drug. In terms of an investment decision, Corixa already moved a bunch when the FDA climbed down from their extreme "need more trials" stance last week. Zevalin (the competitor) also has a substantial head start and hasn't been doing that well itself, which calls the near/medium term market size into question. Corixa also has a bunch of other programs I don't like much. All of this makes me somewhat unenthused about this as a play, although clearly there will be some bounce if ODAC is favorable. Peter